Discover your worth with comprehensive clarity.

Your long-term goals and retirement are important, however, you will have life moments that may cost money and time along the way. There needs to be real life in your financial plan not just numbers. We may not be the biggest fish in the lake, but as a small business we understand the importance of having quality client interactions over a having a client portfolio that is so big we barely know who you are. Our mission is to help you have a healthier relationship with your finances and a better clarity of your financial situation and worth.

Tamara Pals, CFP®

Certified Financial Planner®
Investment Representative

Good financial planning gives you the clarity to see what’s right in front of you, and to see the big picture. It gives you the ability to gain control over your financial situation and can enable you to live with more confidence and joy. It’s that powerful!

Financial Planning isn’t all about mitigating risk. It’s also about fueling your dreams. Managing the financial decisions that come along with growth and success, so that you can continue to do what you love most.

I’ve been in practice since 2010, and I am a Certified Financial Planner®, the most widely recognized financial planning designation in Canada and worldwide. I’m a wife, mom, and a business owner. I understand what it’s like to have a busy life. You can feel comfortable entrusting me with all of your most complex financial planning needs. No matter what happens, I’m here and I’ll have your back.

Dylan Barton

Financial Security Advisor
Investment Representative

Having over 12 years of experience in the financial services industry my knowledge and expertise in creating the best possible investment and insurance solutions has helped my clients experience better outcomes than they thought possible.

Whether you're planning your retirement portfolio, downsizing your business, looking at a partnership, key person insurance or estate planning, I can design a plan to set you on the right track.

Recent Posts

May 2024 market update

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For the month ended May 31, 2024. Read our monthly update to find out what’s been moving markets....

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April 2024 market update

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For the month ended April 30, 2024. Read our monthly update to find out what’s been moving markets....

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Revue des marchés de avril 2024

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Pour le mois ayant pris fin le  30 avril 2024...

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